Sumitomo Mitsui Trust Group Portfolio holdings
Sumitomo Mitsui Trust Group, Inc., originally founded in 1924 as Sumitomo Trust Co., Ltd., and headquartered in Tokyo, Japan, is a major Japanese financial holding company that evolved through the 2011 merger of Chuo Mitsui Trust Holdings and Sumitomo Trust and Banking Co., Ltd., forming its core entity, Sumitomo Mitsui Trust Bank. Renamed from Sumitomo Mitsui Trust Holdings in October 2024, it is Japan’s largest trust bank and fifth-largest bank by assets, managing hundreds of billions through services like trust banking, asset management, real estate, and financial brokerage for retail and institutional clients. Distinct from the Sumitomo Mitsui Financial Group despite shared historical roots in the Sumitomo and Mitsui conglomerates, the group emphasizes sustainability and long-term client solutions, operating globally with subsidiaries in cities like New York, London, and Hong Kong. Under leaders like Chairman Kazuo Ohmori, it blends a century-long legacy with modern financial innovation, focusing on pension funds, real estate trusts, and ESG-driven investments.
Top Buys
| 1 |
Teladoc Health
TDOC
|
$385M |
| 2 |
Shopify
SHOP
|
$235M |
| 3 |
KE Holdings
BEKE
|
$200M |
| 4 |
SPDR Gold MiniShares Trust
GLDM
|
$172M |
| 5 |
Baidu
BIDU
|
$157M |
Top Sells
| 1 |
Apple
AAPL
|
$1.15B |
| 2 |
Microsoft
MSFT
|
$788M |
| 3 |
Amazon
AMZN
|
$604M |
| 4 |
WORK
Slack Technologies, Inc.
WORK
|
$418M |
| 5 |
Meta Platforms (Facebook)
META
|
$299M |
Sector Composition
| 1 | Technology | 25.28% |
| 2 | Healthcare | 13.29% |
| 3 | Consumer Discretionary | 12.57% |
| 4 | Financials | 11.94% |
| 5 | Communication Services | 10.62% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
501
J.M. Smucker
SJM
$12B
| $55.1M | 0.04% |
476,651
-48,402
| -9% | -$5.6M |
|
502
FirstEnergy
FE
$25.1B
| $54.5M | 0.04% |
1,781,943
-252,158
| -12% | -$7.72M |
|
503
Western Digital
WDC
$31.9B
| $54.5M | 0.04% |
1,301,213
-183,960
| -12% | -$7.7M |
|
504
Assurant
AIZ
$10.7B
| $54.4M | 0.04% |
399,111
-27,372
| -6% | -$3.73M |
|
505
iShares Core S&P 500 ETF
IVV
$664B
| $54.1M | 0.04% |
144,241
+16,190
| +13% | +$6.08M |
|
506
BioMarin Pharmaceuticals
BMRN
$11.1B
| $54.1M | 0.04% |
616,929
-343,698
| -36% | -$30.1M |
|
507
IAC Inc
IAC
$2.98B
| $53.8M | 0.03% |
521,007
-19,851
| -4% | -$2.05M |
|
508
Zscaler
ZS
$42.7B
| $53.6M | 0.03% |
268,424
-734,680
| -73% | -$147M |
|
|
WORK
509
DELISTED
Slack Technologies, Inc.
WORK
| $53.4M | 0.03% |
1,263,871
-9,889,112
| -89% | -$418M |
|
510
Citizens Financial Group
CFG
$22.3B
| $53.1M | 0.03% |
1,485,623
-327,496
| -18% | -$11.7M |
|
511
Occidental Petroleum
OXY
$45.2B
| $52.9M | 0.03% |
3,058,704
-386,961
| -11% | -$6.7M |
|
|
VAR
512
DELISTED
Varian Medical Systems, Inc.
VAR
| $52.8M | 0.03% |
301,905
-120,959
| -29% | -$21.2M |
|
513
Jack Henry & Associates
JKHY
$11.8B
| $52.7M | 0.03% |
325,569
-37,219
| -10% | -$6.03M |
|
514
Hewlett Packard
HPE
$31B
| $52.7M | 0.03% |
4,448,924
-3,112,377
| -41% | -$36.9M |
|
515
KeyCorp
KEY
$20.8B
| $52.3M | 0.03% |
3,184,190
-464,240
| -13% | -$7.62M |
|
516
AES
AES
$9.21B
| $52M | 0.03% |
2,211,723
-299,931
| -12% | -$7.05M |
|
517
Nasdaq
NDAQ
$53.6B
| $51.7M | 0.03% |
1,169,163
-141,618
| -11% | -$6.27M |
|
518
Jacobs Solutions
J
$17.4B
| $51.3M | 0.03% |
569,447
-31,412
| -5% | -$2.83M |
|
519
CarMax
KMX
$9.11B
| $51.3M | 0.03% |
543,191
-69,671
| -11% | -$6.58M |
|
520
Waters Corp
WAT
$18.2B
| $51.2M | 0.03% |
207,006
-194,782
| -48% | -$48.2M |
|
521
Restaurant Brands International
QSR
$20.7B
| $51.2M | 0.03% |
840,122
-131,941
| -14% | -$8.04M |
|
522
Ulta Beauty
ULTA
$23.1B
| $51.1M | 0.03% |
177,960
-28,669
| -14% | -$8.23M |
|
|
ACC
523
DELISTED
American Campus Communities, Inc.
ACC
| $51M | 0.03% |
1,193,145
-397,989
| -25% | -$17M |
|
524
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$13.5B
| $50.9M | 0.03% |
438,737
-24,451
| -5% | -$2.83M |
|
525
Factset
FDS
$14B
| $50.6M | 0.03% |
152,117
-31,398
| -17% | -$10.4M |
|